A. Marvin Quattlebaum jr

2020

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Pull out the substance of this filing.

What was filed

211
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Enveritas
Greater Greenville YMCA
Christ Church Episcopal School

As filed

Future Scholar 529 Plan (H)

Columbia Conservative E Agg Track — Interest

Future Scholar 529 Plan (H)

Columbia Bank Deposit 529 E — Interest

Future Scholar 529 Plan (H)

Columbia Bank Deposit Plan — Interest

AT&T, Inc. — Dividend

LQ Janus Henderson IRA (H) Account (H)

Janus Henderson Research D Shr — Dividend

Foster Victor IRA (H)

JP Morgan Divers Ret US Mid Cp Eq ETF — Dividend — Sold

JP Morgan Diversified Return US Eq ETF — Dividend — Sold

Schwab US Large-Cap Value ETF — Dividend — Sold

Schwab US Large-Cap Growth ETF — Dividend — Sold

American Funds New World F1 — Dividend — Sold (part)

American Funds New World F1 — Sold (part)

JP Morgan Divers Ret US Small Cap Eq ETF — Dividend — Sold

Prudential Short-Term Corporate Bd Z — Dividend — Sold

MFS International New Discovery A — Dividend — Sold

Ishares Edge Min VolEAFE ETF — Dividend — Buy (add'l)

Ishares Edge Min VolEAFE ETF — Sold (part)

PPL Corporation — Dividend

Genuine Parts Co — Dividend — Buy (add'l)

Genuine Parts Co — Sold (part)

Altria Group Inc — Dividend — Sold

Alliant Energy Corp — Dividend — Sold

Compass Minerals Int — Dividend — Sold

Lamar Advertising Co REIT — Dividend — Sold

Pepsico Incorporated — Dividend — Sold (part)

Emerson Electric Co — Dividend — Sold (part)

Verizon Communication — Dividend — Sold (part)

Verizon Communication — Buy (add'l)

Amer Electric Power Co — Dividend — Sold (part)

Amer Electric Power Co — Sold (part)

Amer Electric Power Co — Buy (add'l)

Southern Company — Dividend — Sold (part)

Southern Company — Buy (add'l)

Southern Company — Sold (part)

Hanesbrands Inc — Dividend — Sold

Wells Fargo Bank — Dividend — Sold

Truist Financial Corp (F/K/A BB&T Corporation) — Dividend — Buy (add'l)

Truist Financial Corp (F/K/A BB&T Corporation) — Sold (part)

Amgen Inc — Dividend — Sold (part)

Amgen Inc — Sold (part)

Amgen Inc — Buy (add'l)

Johnson & Johnson — Dividend — Sold (part)

Johnson & Johnson — Buy (add'l)

Ventas Inc REIT — Dividend — Sold

Welltower REIT — Dividend — Sold

Procter & Gamble — Dividend — Sold (part)

Procter & Gamble — Buy (add'l)

Procter & Gamble — Sold (part)

Duke Energy Corp — Dividend — Sold

Pfizer Incorporated — Dividend

PIMCO Income Class A — Dividend — Sold

Phillip Morris Intl — Dividend — Sold (part)

Phillip Morris Intl — Buy (add'l)

General Mills — Dividend — Sold (part)

General Mills — Buy (add'l)

Enbridge Inc — Dividend — Buy (add'l)

Realty Incm Corp REIT — Dividend — Buy (add'l)

Realty Incm Corp REIT — Sold (part)

Realty Incm Corp REIT — Buy (add'l)

T. Rowe Price Real Estate Fund Inv — Dividend — Sold

United Parcel Srvc — Dividend — Buy (add'l)

United Parcel Srvc — Sold (part)

United Parcel Srvc — Buy (add'l)

United Parcel Srvc — Sold (part)

Oakmark Intl Fund Inv — Dividend — Sold

T. Rowe Price Blue Chip Growth Fd Inv — Dividend — Sold (part)

T. Rowe Price Blue Chip Growth Fd Inv — Sold (part)

T. Rowe Price Blue Chip Growth Fd Inv — Buy (add'l)

T. Rowe Price Blue Chip Growth Fd Inv — Sold (part)

T Rowe Price Oversease Stock Fund Inv — Dividend — Buy (add'l)

T Rowe Price Oversease Stock Fund Inv — Sold (part)

T Rowe Price Oversease Stock Fund Inv — Buy (add'l)

Schwab Bank Cash Sweep — Interest

PIMCO Total Return Fund Cl A — Dividend — Sold

Broadcom Inc — Dividend — Buy (add'l)

Broadcom Inc — Sold (part)

Keurig Dr Pepper Inc — Dividend — Buy (add'l)

Keurig Dr Pepper Inc — Sold (part)

Keurig Dr Pepper Inc — Buy (add'l)

Metlife Inc — Dividend — Buy (add'l)

Metlife Inc — Sold (part)

Valero Energy Corp — Dividend — Buy (add'l)

Valero Energy Corp — Buy (add'l)

Valero Energy Corp — Sold (part)

Valero Energy Corp — Buy (add'l)

Valero Energy Corp — Sold (part)

AmerisourceBergen Corp — Dividend — Buy

Adobe Inc — Dividend — Buy

Amern Tower Corp — Dividend — Buy

Amern Tower Corp — Buy (add'l)

Amazon.com Inc — Dividend — Buy

Baird Aggregate Bond Inv — Dividend — Buy

Baird Aggregate Bond Inv — Sold (part)

Booking Holdings Inc — Dividend — Buy

Blackrock Inc — Dividend — Buy

Blackrock Inc — Sold (part)

Vanguard Short-Term Bond ETF — Dividend — Buy

Vanguard Short-Term Bond ETF — Buy (add'l)

Cerner Corp — Dividend — Buy

Cisco Systems Inc — Dividend — Buy

Cisco Systems Inc — Buy (add'l)

Facebook Inc — Dividend — Buy

Alphabet Inc — Dividend — Buy

iShares Core S&P Small Cap ETF — Dividend — Buy

iShares Core S&P Small Cap ETF — Sold (part)

Illumina Inc — Dividend — Buy

Illumina Inc — Buy (add'l)

Lowes Companies Inc — Dividend — Buy

Lam Research Corp — Dividend — Buy

Lam Research Corp — Sold (part)

Mastercard Inc — Dividend — Buy

Mondelez Intl — Dividend — Buy

Microsoft Corp — Dividend — Buy

iShares Short Maturity Bond ETF — Dividend — Buy

iShares Short Maturity Bond ETF — Buy (add'l)

Loomis Sayles Core Plus Bond Fund Cl A — Dividend — Sold

Novartis AG — Dividend — Buy

Novartis AG — Buy (add'l)

NXP Semiconductors — Dividend — Buy

O Reilly Automotive — Dividend — Buy

Paypal Holdings Incorpor — Dividend — Buy

Paypal Holdings Incorpor — Sold (part)

Schwab US Large Cap ETF — Dividend — Buy

Schwab US Large Cap ETF — Sold (part)

TE Connectivity LTD — Dividend — Buy

TE Connectivity LTD — Sold (part)

iShares 20 Pls Year Treasury Bnd ETF — Dividend — Buy

iShares 20 Pls Year Treasury Bnd ETF — Sold (part)

iShares 20 Pls Year Treasury Bnd ETF — Buy (add'l)

iShares 20 Pls Year Treasury Bnd ETF — Sold (part)

Vanguard Intermediate Trm Treasury ETF — Dividend — Buy

Vanguard Intermediate Trm Treasury ETF — Sold (part)

Vulcan Materials Com — Dividend — Buy

Vulcan Materials Com — Sold (part)

Vanguard Real Estate ETF — Dividend — Buy

Vanguard Real Estate ETF — Sold (part)

Vanguard Mid Cap ETF — Dividend — Buy

Vanguard Mid Cap ETF — Sold (part)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Value ETF — Sold (part)

FVWA Taxable Account (H)

Fidelity Adv LTD Term Muni INCM Fd A — Dividend — Sold

JP Morgan Diversified Return US Mid — Dividend — Sold

JP Morgan Diversified Return US Small — Dividend — Sold

JP Morgan Diversified Return US Equity — Dividend — Sold

MFS Intl New Discovery A — Dividend — Sold

Nuveen High Yield Muni Bond Fund Cl A — Dividend — Sold

American Fund New World Fd Cl F1 — Dividend — Sold (part)

American Fund New World Fd Cl F1 — Buy (add'l)

PIMCO Income Cl A — Dividend — Sold

T. Rowe Price Tax Free Short Interim Inv — Dividend — Sold

Schwab US Large Cap Value ETF — Dividend — Sold

Deutsche Managed Muni Bd Cl S — Dividend — Sold

Schwab Value Advantage Money Fund — Dividend — Sold (part)

Schwab Value Advantage Money Fund — Sold (part)

T. Rowe Price Overseas Stock Fund Inv — Dividend — Sold (part)

T. Rowe Price Overseas Stock Fund Inv — Buy (add'l)

Schwab Bank Cash Sweep — Dividend

Ishares Edge MSCI Min Vol EAFE ETF — Dividend — Sold (part)

Ishares Edge MSCI Min Vol EAFE ETF — Buy (add'l)

T. Rowe Price Blue Chip Growth Fund Inv — Dividend — Sold (part)

T. Rowe Price Blue Chip Growth Fund Inv — Buy (add'l)

PIMCO Total Return Fund — Dividend — Sold

Ishares Core US REIT ETF — Dividend — Sold

Ishares Edge MSCI Intl QLT FCTR ETF — Dividend — Sold

Vanguart Short-Term Bond ETF — Dividend — Buy

iShares Core S&P Small Cap ETF — Dividend — Buy

iShares Core S&P Small Cap ETF — Buy (add'l)

iShares National Muni Bond ETF — Dividend — Buy

T.Rowe Price Summit Municipal Intm Inv — Dividend — Buy

T.Rowe Price Summit Municipal Intm Inv — Sold (part)

T.Rowe Price Summit Municipal Intm Inv — Buy (add'l)

Schwab US Large Cap ETF — Dividend — Buy

iShares MSCI EAFE Small Cap ETF — Dividend — Buy

iShares MSCI EAFE Small Cap ETF — Sold (part)

iShares 20+ Year Treasury Bond ETF — Dividend — Buy

Vanguard Real Estate ETF — Dividend — Buy

Vanguard Real Estate ETF — Sold (part)

Vanguard Mid Cap ETF — Dividend — Buy

Vanguard Mid Cap ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Shareholder, Enveritas

Director, Greater Greenville YMCA

Director, Christ Church Episcopal School

1. The Foster Victor IRA and FVWA Taxable Account listed in lines 10-211 reflect the information about that account as of 12/31/2020. The amounts in the IRA

have since been reinvested, along with the proceeds from other retirement funds associated with my old firm into the FVWA IRA and FVWA Taxable Account

described in section VII. Therefore, the value codes that were in the prior FDR have been deleted in this updated FDR.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.